CRM Success Tips Blog

If your CRM performance hasn\'t been living up to your expectations due to a lack of communication, training or data quality, you aren\'t alone. Respected research organizations have been saying for years that more than 70% of CRM implementations fail to meet expectations. But these CRM Success failures are often caused by people and process issues rather than technology issues. While every organization strives to make its CRM deployment as smooth and painless as possible, many get off to an unsteady start. From working with law firms and professional service firms of all sizes for more than a decade on CRM implementations we\'ve learned that they must have these three key supports

Welcome to our annual roundup of CLIENTSFirst Consulting’s top-performing posts of the year! The world of marketing technology is constantly evolving, with new trends, innovations and best practices emerging all the time. We strive to stay on top of the latest developments and provide our readers with valuable insights and actionable advice. In this post, we\'ll look at our most popular blog posts and videos from the past year. Our top posts showed that more firms than ever are: switching CRM systems, focusing on digital-first marketing strategies, increasing their use of ERM systems, and relying on outsourcing various marketing technology positions. Given these trends, it is no surprise (to us) that some

Chris Fritsch and Stefanie Marrone recently hosted a master class on tips and trends in marketing technology. They shared best practices for choosing the right email marketing tool, how to redefine CRM adoption, the rise of artificial intelligence in content marketing and various ways you can let your lawyers be lawyers rather than having them get bogged down by technology. Here’s a recap of some of the topics covered. 1. Digital First Given the shifts in law firm marketing due to social distancing, we can continue to see firms and organizations implement a digital-first strategy. Most firms are not fully in-person anymore, so firms are balancing in-person business development and marketing strategies

A staggering up to 70% of CRM and other technology implementations fail to meet expectations. The problem has more to do with people and process than technology. You often don’t get a second chance to get buy-in to the CRM once it fails. So what do you do? Chris Fritsch covered this topic and more in her recent webinar with Stefanie Marrone on marketing technology trends and tips for law firms and professional services firms. Chris and Stefanie covered CRM strategy, data quality management, eMarketing, outsourcing, content marketing and social media best practices. They also noted the top trends in marketing technology for law firms in 2023, which include: ‘Digital first’ strategies

On the 12th day of CRM Chris Kringle Fritsch explained to me the importance of content and email marketing as part of the marketing mix for law firms and professional service firms. Content marketing is so important for firms of any size. It enables lawyers and law firms to stay top of mind with their clients, prospects and others while showcasing their expertise in their area of the law. There are 4.3 billion email users and 333 billion emails are sent every day. Almost nine out of ten marketers use email marketing and think it is essential to business development support. But why do they care so much about email marketing? Because for

On the 11th day of CRM Chris Kringle Fritsch told me some best practices to maintain our data quality! After you have a CRM system implemented, how can you ensure that the data going in is clean, correct, and up to date? Not only that but how can you make sure that the data stays clean? Well, Chris Fritsch, of CLIENTSFirst Consulting, offers some advice so firms and organizations can maintain healthy data by implementing processes and procedures related to data entry. The first step any firm or organization should take is to establish a data management strategy. Without a strategy, your end users will not know why they are entering contact

On the 10th day of CRM Chris Kringle Fritsch gave to me, different ways we can assess our bad data! Assessing your data is always the first step in any data quality or CRM project. You should sit down and actually look at how much data needs to be cleaned so you can accurately predict the budget and scope of the project. These assessments can be automated or manual, depending on what you are trying to accomplish. But they will be looking for the same thing, how many duplicate records there are, where all the data lives, and where information is missing. This missing information may be first and last names or

On the ninth day of CRM Chris Kringle Fritsch explained to me, the actual costs of bad data quality! What does bad data actually cost organizations and businesses? Chris Fritsch, of CLIENTSFirst Consulting, dives into some of the statistics reporting on how much bad data costs firms. According to various studies and statistics, bad data costs U.S. businesses a total of $3 trillion. Not only that, but researchers predict that up to 40% of business objectives fail due to inaccurate data leading to more lost revenue. While these numbers may seem over-inflated by research organizations to promote their reports, we’ve all seen firsthand the amount of time and money spent dealing with

On the eighth day of CRM Chris Kringle Fritsch told me, why we should focus on bad data quality! Why should you care about fixing your bad data? Well, Chris Fritsch, of CLIENTSFirst Consulting, explains the benefits and rewards firms get from focusing on cleaning their data and how it helps the organization grow and professionals win more business. 66% of organizations that regularly clean their data report an increased revenue of almost 70%. That\'s a lot of reasons to focus on cleaning your data! This increase in revenue comes from the organization\'s ability to better target prospective contacts who may be interested in working with the firm. But if you can\'t

On the seventh day of CRM Chris Kringle Fritsch explained to me, what to do with alumni data! Chris Fritsch, Founder & CRM Success Consultant for CLIENTSFirst Consulting, and Stefanie Marrone, the Social Media Butterfly, came together to discuss the importance of alumni relations programs and how to start one for any sized law firm or business. Stefanie asks Chris when a firm is taking on a data cleaning project, where do alumni contact records fall in? Are they as high of a priority as the other contacts on the list? How does one go about cleaning their data while still maintaining a strong alumni relations program? Chris takes us into her